To The Moon

The first trading day of 2026 definitely caught my attention. Seeing the Nasdaq $NASDAQ(.IXIC)$  up 1.3% and the S&P 500 $S&P 500(.SPX)$  higher by 0.6% feels like a textbook "risk-on" start, especially with semiconductors leading the charge. When the market opens the year with leadership from chips rather than defensives, it usually says something positive about forward expectations. In my own portfolio, Micron $Micron Technology(MU)$  was one of the highlights. Hitting new highs reinforces my conviction that the memory cycle is still in a strong up

🛢️ I’m watching $Chevron(CVX)$ after spotting unusual options activity heading into the weekend. More than $273k in single-leg, out-of-the-money calls were bought on Friday as CVX surged over $3 or +2.2% intraday. That kind of positioning tends to show up when traders are leaning into asymmetry, not chasing headlines. The macro context matters. Chevron remains the only U.S. oil company still operating in Venezuela 🇻🇪, giving it a unique first-mover advantage as this geopolitical regime shifts. Options flow, price strength and macro alignment don’t often converge like this. When they do, it’s usually worth paying attention. 🛢️ 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢

Baidu's $BIDU-SW(09888)$  $Baidu(BIDU)$   surge this week didn't come out of nowhere. The submission of Kunlun Chip's listing application to the Hong Kong Exchange feels like a genuine inflection point, not just a headline-driven rally. A 15% move in a week reflects the market starting to reassess Baidu beyond its legacy search business and focusing on its AI asset value. What really caught my attention is how meaningful Kunlun Chip is to Baidu's overall valuation. This isn't a peripheral unit — it's already in its third generation, supports ERNIE's inference workloads, and is embedded across cloud, autonomous driving, and AI in

A strong and symbolic start to 2026. The breadth of the move matters more than the headline gains. Strength in ASML and Micron signals renewed confidence across the semiconductor value chain, not just at the AI platform level. Continued momentum in Nvidia and Broadcom reinforces the view that capital expenditure on compute, memory, networking and tooling remains structurally strong rather than narrowly speculative. On the January Effect, I would frame it more cautiously. Historically, January strength tends to work best when it aligns with fundamentals. Earnings revisions are positive, liquidity conditions are supportive, and leadership comes from economically sensitive and high-quality growth sectors. When those conditions hold, January strength often reflects genuine risk appetite rather

$Tiger Brokers(TIGR)$ What trade taught me the most in 2025 The most instructive trade was not a single ticker, but the discipline of staying invested in structural winners despite relentless noise. Policy shocks linked to Donald Trump drove sharp drawdowns, yet the trades that compounded were those aligned with durable forces rather than headlines. Exposure to AI infrastructure through leaders such as Nvidia and Broadcom, alongside a strategic allocation to Gold, reinforced one lesson clearly. Markets reward patience when fundamentals and capital flows are aligned, even if the path is volatile. The key takeaway was that volatility is not risk. Being structurally wrong is. Hedging with gold while letting technology winners run proved far more eff

Trump has released photos showing Venezuelan President Nicolás Maduro captured aboard a U.S. amphibious assault ship—eyes and ears covered—as he is transported to New York to stand trial.   Strangely, the look almost resembles a hip-hop star. With the regime toppled, the obvious question now is: how do you profit from nation-building in Venezuela? Distressed sovereign debt is the most direct play. Venezuelan bonds still trade around 10–20 cents on the dollar, but post-regime restructuring estimates point to 30–55 cents recoveries—implying 2–3x upside. Asset managers and restru

$ProShares Ultra Silver(AGQ)$ SP part of a position. 

🟩 The removal of Nicolás Maduro has sent shockwaves through the market, with retail investors rushing to buy into the "Venezuela Rebuild" narrative. Everyone is expecting a massive boom for offshore marine stocks like Seatrium, betting on billions in infrastructure spending. But if you are following the headlines, you might be walking straight into a trap. The institutional data suggests the real story isn't about an infrastructure boom—it is about a supply glut that could crush energy prices in 2026. In this deep dive, we strip away the political noise and focus on the "plumbing" of the market. While the herd chases the crowded trade in shipyards, the "Smart Money" is quietly rotating into a hidden winner in the transportation sector that benefits specifically from the coming oil price cr

$CRITICAL METALS CORPORATION(CRML)$ leveraging on the lowest dip!!! cash out fast

🌟🌟🌟I am excited about Biren Technology $BIREN TECH(06082)$ which has just debuted on the Hong Kong market.  It is not just a stock .  Biren is the embodiment of China's urgent push for chip independence in the AI era.  After a blockbuster debut in Hong Kong, its shares surged to close up 76% in the first day.  The excitement around this stock is intense. Biren can be a domestic rival to advanced GPUs from NVIDIA, having claimed a new global record in computing power with its BR100 chip. Biren is a great stock to consider as it is a compelling high growth opportunity. @Tiger_comments @TigerStars

$NVIDIA(NVDA)$  so volatile but still with some profit.

$ASML 20260320 1020.0 CALL$  Been holding this call for over a month now, taking the opportunity for today's spike to close it.  Although it have a bit more leg to run until March, still decided to cash it in for this rare 9% run in a day.  Looking to get in another mid term call when there's a scale back. 

$Palantir Technologies Inc.(PLTR)$   PLTR is taking a beating today as institutional investors are cashing out all this high running tickers on this new year's day for managing their capital gain takes. This dip may present a good buying opportunity as these whales and institutional investors will too need to get back into positions once dust is settled. 

$USA Rare Earth Inc.(USAR)$   With the technology advancement,  Rare Earth will always be needed. Can take advantage of the market volatility for occasional small treats throughout 2026 and beyond.  USA is a victim of their own bullying , now scrambling to find alternatives.🤣 [Chuckle]   Wishing all a Happy & Prosperous New Year. Huat ah.. together![USD]  

$BABA 20260102 145.0 PUT$ BABA strangle complete... TP liao[Cool]  

$Encore Capital(ECPG)$ sharing profitable stock trade to collect weekly coins.  ECPG continue to hold up well and is about to retest recent high after a bullish start for the year.  This bad debt collection company is my contrarian play on US state of K-shaped economy where the rich gets richer but middle class and lower class workers are struggling.  Happy to see how far this trade will bring me, but at some point I'll take some profit off the table. 

The first trading days of 2026 have reignited optimism across U.S. equities, with semiconductors once again leading the charge and major indices hovering near record levels.But after three consecutive years of double-digit gains and an AI-driven rally that defined 2025, investors are starting to ask a more nuanced question:Is 2026 simply a continuation of an AI-led bull market — or the beginning of a year shaped by higher volatility, sector rotation, and more selective returns?This week, we’ve selected insights from — @nerdbull1669 @Isleigh @xc__ , here’s what they have to say about the 2026 stock market.🎁Special Notes: Whoever

$Hut 8 Mining Corp(HUT)$  earn me some cheese 🧀